Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGIQX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS R2) | NA | 14.56% | 4.49% | 3.76% | 6.71% | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGIQX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS R2) | 10/03/2007 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.56 | 4.49 | 3.76 | 6.71 | NA | NA | … | … | 14.56 | -10.40 | 11.14 | 12.15 | -5.39 | 7.13 | 20.17 | 15.06 | -5.04 | 12.96 | 32.04 | -37.79 | -8.75 |
| Sharpe Ratio | NA | 2.08 | 0.37 | 0.30 | 0.54 | NA | NA | … | … | 1.98 | -0.90 | 1.75 | 1.04 | -0.49 | 0.86 | 2.22 | 1.36 | -0.26 | 0.85 | 1.50 | -1.38 | -1.97 |
| Standard Deviation(%) | NA | 6.68 | 9.17 | 10.06 | 11.79 | NA | NA | … | … | 6.67 | 13.06 | 6.03 | 11.39 | 11.15 | 8.23 | 9.07 | 11.13 | 19.61 | 15.07 | 21.34 | 28.01 | 17.15 |
| Draw Down(%) | NA | 4.19 | 18.51 | 18.68 | 20.91 | NA | NA | … | … | 4.19 | 18.51 | 2.69 | 10.08 | 12.22 | 7.15 | 6.50 | 10.84 | 20.91 | 13.81 | 19.96 | 43.42 | 10.12 |
| Yield(%) | 0.00 | 0.26 | 5.16 | 4.71 | 5.87 | 2.94 | 2.21 | … | … | 0.26 | 6.99 | 6.77 | 2.69 | 6.88 | 10.89 | 7.59 | 3.35 | 2.05 | 1.35 | 0.00 | 0.00 | 0.00 |
Data as of 12/30/2019, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGIQX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS R2) |
-6.57%
Nov 2007 – Nov 2010 |
-1.60%
Nov 2007 – Nov 2012 |
3.59%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGIQX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS R2) |
20.71%
Feb 2009 – Feb 2012 |
17.72%
Feb 2009 – Feb 2014 |
10.84%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart